-10.1%
KHC vs PINS
-25.5%
+15.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.7% |
| 7D | -1.8% | -12.0% | +10.3% | -1.8% |
| 30D | -1.9% | -12.7% | +10.8% | -1.9% |
| 3M | +14.4% | -5.5% | +19.9% | +14.5% |
| 6M | +8.7% | +5.3% | +3.5% | +9.3% |
| YTD | +7.8% | -21.2% | +29.0% | +7.6% |
| 1Y | -1.5% | -45.0% | +43.5% | -2.8% |
| All | -10.1% | -25.5% | +15.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling